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AppFolio

146 hedge funds and large institutions have $1.15B invested in AppFolio in 2019 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 31 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

36% more capital invested

Capital invested by funds: $842M → $1.15B (+$305M)

11% more call options, than puts

Call options by funds: $7.23M | Put options by funds: $6.5M

10% more funds holding

Funds holding: 133146 (+13)

3.31% more ownership

Funds ownership: 67.01%70.32% (+3.3%)

46% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 57

Holders
146
Holders Change
+13
Holders Change %
+9.77%
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
32
Increased
31
Reduced
57
Closed
16
Calls
$7.23M
Puts
$6.5M
Net Calls
+$724K
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Capital Impact Advisors
Massachusetts
$1.92M -$1.08M -11,480 -37%
EGM
52
Engineers Gate Manager
New York
$1.9M -$245K -2,595 -12%
GC
53
Globeflex Capital
California
$1.78M
Morgan Stanley
54
Morgan Stanley
New York
$1.7M -$17.1M -180,627 -92%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$1.68M +$1.55M +16,397 New
JP Morgan Chase
56
JP Morgan Chase
New York
$1.56M -$185K -1,957 -11%
CS
57
Credit Suisse
Switzerland
$1.43M +$997K +10,550 +311%
RG
58
Rathbones Group
United Kingdom
$1.41M
OSAM
59
O'Shaughnessy Asset Management
Connecticut
$1.34M -$418K -4,418 -25%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$1.14M -$69.9K -740 -6%
UCFA
61
United Capital Financial Advisors
Texas
$1.11M
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.02M -$62.5K -661 -6%
Citigroup
63
Citigroup
New York
$1.02M +$494K +5,229 +110%
Deutsche Bank
64
Deutsche Bank
Germany
$1.01M -$963K -10,195 -51%
Barclays
65
Barclays
United Kingdom
$1.01M +$516K +5,464 +124%
PPA
66
Parametric Portfolio Associates
Washington
$997K -$449K -4,756 -33%
AIG
67
American International Group
New York
$996K -$20.3K -215 -2%
CANY
68
Caxton Associates (New York)
New York
$995K +$224K +2,367 +32%
CI
69
Cavalier Investments
Georgia
$982K -$907K -9,600 -50%
Janus Henderson Group
70
Janus Henderson Group
United Kingdom
$919K +$484K +5,123 +133%
SRAM
71
Stone Ridge Asset Management
New York
$917K
UBS AM
72
UBS AM
Illinois
$899K +$831K +8,794 New
Principal Financial Group
73
Principal Financial Group
Iowa
$898K -$43.9K -464 -5%
UBS Group
74
UBS Group
Switzerland
$842K -$192K -2,028 -20%
MSL
75
Mackay Shields LLC
New York
$838K +$453K +4,792 +141%